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Partner Execution Instrument

Doculabs Customer Service App

All financial companies struggle to balance speed with compliance and cost for customer change of account requests

Customer satisfaction increases the faster you can process these requests. Speed (especially time to first touch) and communication are critical, especially for wealth retention.

Doculabs has combined its decades of financial industry knowledge with Celonis to drill down into specific life events to identify bottlenecks and key KPIs, such as time to first contactย orย NIGO and retention ratios.ย 

Our app will help you achieve three customer-centric goals:ย 

  • Reduce the time it takes to complete a change to an account

  • Streamline the re-registration process when additional information is required

  • Improve customer experience and asset retention

Features & Capabilities

View high level metrics and analysis regarding customer service activity

Overview Dashboard

Detailed analysis on duration of cases and time to first touch

First Touch and Duration

Detailed analysis regarding NIGO, cases broken down by account type, NIGO reason, and customer satisfaction

NIGO Analysis
Overview Dashboard
First Touch and Duration
NIGO Analysis

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